Find a Financial Advisor in Vancouver, WA

 

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We did the hard work of finding trustworthy partners in Vancouver, WA.

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We Only Work With The Best Vancouver Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Vancouver, WA


  • Financial Advisor Close to Vancouver, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Vancouver, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Vancouver, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Vancouver financial advisors.
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How Retirement-Friendly is Vancouver, WA?

  • Population: 180,556
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,247
  • Average Household Income: $80,500
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)



The Top Financial Advisor Firms in Vancouver, WA

 

LEADER CAPITAL CORP.

Website

(503) 294-1010

315 W. Mill Plain Blvd.
Suite 204
Vancouver, WA 98660

SEC#: 801-56684
Years in Business: 22 years

GREAT NORTHERN ASSET MANAGEMENT, LLC

Website

(360) 567-3300

1111 Main Street
Suite 650
Vancouver, WA 98660

SEC#: 801-66214
Years in Business: 15 years

HARLOW WEALTH MANAGEMENT, INC.

Website

(360) 573-2522

400 East Mill Plain Blvd.
Suite 200
Vancouver, WA 98660

SEC#: 801-112275
Years in Business: 3 years

SUSTAINABLE WEALTH MANAGEMENT, INC.

Website

(360) 597-4570

300 E. 17th Street

Vancouver, WA 98663

SEC#: 801-110752
Years in Business: 4 years

JOHNSON BIXBY

Website

(360) 695-1795

275 West Third Street
Suite 600
Vancouver, WA 98660

SEC#: 801-119645
Years in Business: 1 years

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Website

(360) 823-0477

1601 Officers Row

Vancouver, WA 98661

SEC#: 801-112403
Years in Business: 3 years

JAMES R. MARTIN CONSULTING, INC

Website

(360) 567-1822

1111 Main St. Suite 612

Vancouver, WA 98660

SEC#: 801-58066
Years in Business: 21 years

MARTEL WEALTH ADVISORS INC

Website

(360) 694-9940

2001 Se Columbia River Drive
Ste 100
Vancouver, WA 98661

SEC#: 801-113777
Years in Business: 3 years

NEWFOCUS FINANCIAL GROUP, LLC

Website

(888) 762-2423

410 West 12th Street

Vancouver, WA 98660

SEC#: 801-63625
Years in Business: 17 years

 


Vancouver, WA Financial Advisor FAQs

Financial advisors in Vancouver range in price, depending on the type of advisor you need and the scale of their service. In general, a financial advisor can cost from one hundred to several thousand dollars per year.
Financial advisors provide clients with financial advice, guidance, and recommendations on topics including investments, retirement planning, taxes, risk management.
Ask them these questions: - What's the process of preparing one's financial plan? - What is the scope and limits of their service (including the types and values of investments, tax implications, and other considerations)? - Do you provide a list or sample portfolio for this type of person? - How often should we meet to review versus read through online documents? - Do I need to make an initial investment such as paying a fee before we start working together?
To find a legitimate advisor in your area, start with looking on LinkedIn or searching financial advisor on google for nearby ones in your state. If you're still at square one after these steps, try contacting an investment banker in your state--they might know of reputable advisors in the area that they work with often.